D.A. Davidson & Co’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.26M | Sell |
26,580
-392
| -1% | -$35.7K | 0.01% | 666 |
|
|
2025
Q4 | $2.32M | Sell |
26,972
-671
| -2% | -$55.3K | 0.01% | 622 |
|
|
2025
Q3 | $2.34M | Buy |
27,643
+3,229
| +13% | +$281K | 0.02% | 597 |
|
|
2025
Q2 | $1.86M | Buy |
24,414
+467
| +2% | +$31.6K | 0.01% | 633 |
|
|
2025
Q1 | $1.55M | Buy |
23,947
+12
| +0.1% | +$814 | 0.01% | 647 |
|
|
2024
Q4 | $1.67M | Sell |
23,935
-936
| -4% | -$68.3K | 0.01% | 619 |
|
|
2024
Q3 | $1.56M | Sell |
24,871
-431
| -2% | -$28.3K | 0.01% | 631 |
|
|
2024
Q2 | $1.45M | Buy |
25,302
+742
| +3% | +$40.4K | 0.01% | 620 |
|
|
2024
Q1 | $1.33M | Sell |
24,560
-704
| -3% | -$37K | 0.01% | 642 |
|
|
2023
Q4 | $1.38M | Buy |
25,264
+861
| +4% | +$35.9K | 0.01% | 613 |
|
|
2023
Q3 | $924K | Buy |
24,403
+385
| +2% | +$16.3K | 0.01% | 705 |
|
|
2023
Q2 | $947K | Buy |
24,018
+181
| +0.8% | +$7.01K | 0.01% | 710 |
|
|
2023
Q1 | $880K | Sell |
23,837
-635
| -3% | -$27.4K | 0.01% | 726 |
|
|
2022
Q4 | $935K | Buy |
24,472
+407
| +2% | +$15.5K | 0.01% | 647 |
|
|
2022
Q3 | $824K | Sell |
24,065
-38,336
| -61% | -$1.55M | 0.01% | 650 |
|
|
2022
Q2 | $2.24M | Sell |
62,401
-15,047
| -19% | -$578K | 0.03% | 401 |
|
|
2022
Q1 | $3.59M | Buy |
77,448
+53,016
| +217% | +$2.8M | 0.04% | 325 |
|
|
2021
Q4 | $1.37M | Buy |
24,432
+2,607
| +12% | +$146K | 0.01% | 568 |
|
|
2021
Q3 | $1.13M | Buy |
21,825
+539
| +3% | +$25.6K | 0.01% | 597 |
|
|
2021
Q2 | $987K | Sell |
21,286
-139
| -0.6% | -$6.5K | 0.01% | 632 |
|
|
2021
Q1 | $1.01M | Sell |
21,425
-900
| -4% | -$40.5K | 0.01% | 588 |
|
|
2020
Q4 | $838K | Buy |
22,325
+3,607
| +19% | +$114K | 0.01% | 551 |
|
|
2020
Q3 | $436K | Sell |
18,718
-2
| -0% | -$46 | 0.01% | 654 |
|
|
2020
Q2 | $413K | Buy |
18,720
+3,602
| +24% | +$73.2K | 0.01% | 664 |
|
|
2020
Q1 | $274K | Buy |
15,118
+2,183
| +17% | +$54.9K | 0.01% | 776 |
|
|
2019
Q4 | $392K | Buy |
12,935
+3,195
| +33% | +$93.4K | 0.01% | 742 |
|
|
2019
Q3 | $269K | Sell |
9,740
-2,039
| -17% | -$54.9K | ﹤0.01% | 814 |
|
|
2019
Q2 | $321K | Buy |
11,779
+2,779
| +31% | +$81.8K | 0.01% | 761 |
|
|
2019
Q1 | $261K | Sell |
9,000
-1,900
| -17% | -$56.9K | ﹤0.01% | 941 |
|
|
2018
Q4 | $274K | Sell |
10,900
-300
| -3% | -$9.05K | 0.01% | 850 |
|
|
2018
Q3 | $385K | Sell |
11,200
-3,738
| -25% | -$144K | 0.01% | 810 |
|
|
2018
Q2 | $611K | Buy |
14,938
+3,130
| +27% | +$130K | 0.01% | 636 |
|
|
2018
Q1 | $479K | Buy |
11,808
+2,180
| +23% | +$79.5K | 0.01% | 703 |
|
|
2017
Q4 | $288K | Buy |
9,628
+900
| +10% | +$24.5K | 0.01% | 863 |
|
|
2017
Q3 | $248K | Buy |
8,728
+5,215
| +148% | +$136K | ﹤0.01% | 924 |
|
|
2017
Q2 | $83K | Buy |
3,513
+1,236
| +54% | +$29.2K | ﹤0.01% | 1347 |
|
|
2017
Q1 | $59K | Sell |
2,277
-1,186
| -34% | -$34.3K | ﹤0.01% | 1456 |
|
|
2016
Q4 | $98K | Sell |
3,463
-100
| -3% | -$2.38K | ﹤0.01% | 1312 |
|
|
2016
Q3 | $79K | Sell |
3,563
-10,516
| -75% | -$204K | ﹤0.01% | 1319 |
|
|
2016
Q2 | $248K | Buy |
14,079
+12,566
| +831% | +$236K | 0.01% | 772 |
|
|
2016
Q1 | $32K | Buy |
1,513
+1,449
| +2,264% | +$26.3K | ﹤0.01% | 1554 |
|
|
2015
Q4 | $1K | Sell |
64
-10,132
| -99% | -$239K | ﹤0.01% | 2167 |
|
|
2015
Q3 | $327K | Sell |
10,196
-1,480
| -13% | -$44.2K | 0.01% | 657 |
|
|
2015
Q2 | $307K | Sell |
11,676
-444
| -4% | -$10.6K | 0.01% | 708 |
|
|
2015
Q1 | $281K | Sell |
12,120
-584
| -5% | -$12.8K | 0.01% | 744 |
|
|
2014
Q4 | $246K | Sell |
12,704
-200
| -2% | -$3.75K | 0.01% | 799 |
|
|
2014
Q3 | $234K | Buy |
12,904
+208
| +2% | +$3.92K | 0.01% | 818 |
|
|
2014
Q2 | $232K | Sell |
12,696
-1,376
| -10% | -$27.1K | 0.01% | 843 |
|
|
2014
Q1 | $300K | Buy |
14,072
+556
| +4% | +$11.9K | 0.01% | 737 |
|
|
2013
Q4 | $263K | Buy |
13,516
+4,440
| +49% | +$79.8K | 0.01% | 748 |
|
|
2013
Q3 | $146K | Buy |
+9,076
| New | +$135K | 0.01% | 785 |
|
Other funds holding AX
VPM
VCM
DAM
